CHARLESTON, S.C.–(BUSINESS WIRE)–Apollon Wealth Management, a Registered Investment Advisor (RIA) based
in Charleston, SC with offices in Charlotte, NC, Augusta, GA, Mt.
Pleasant, SC, and Aikin, SC, announced today that it has hired Steven
Mills, a former SVP at LPL Financial, as its new Chief Operating
Officer. Mr. Mills brings more than 20 years of financial services
experience to his new role, including leadership positions in wealth
management, broker dealer operations and risk management.
“Steve’s industry experience will help Apollon enhance its already
robust Advisor offering and create efficiencies across the firm to allow
its advisors to focus their time on serving their clients,” said Jeff
Carlson, founding partner of Apollon.
In addition, Apollon announced that it has partnered with Merchant
Investment Management, LLC, a private partnership out of New York, to
leverage its knowledge and expertise to build a world-class business in
an open architecture environment. This strategic relationship has helped
Apollon establish five locations in the Southeast, and partner with 11
“We’re impressed and excited by the evolution of Apollon’s business. The
hiring of Steve Mills as COO is a further signal of Apollon’s commitment
to have the right leadership and infrastructure in place to support its
expansion,” said Marc
Spilker, executive chairman of Merchant.
Apollon Wealth Management, LLC is a collaborative and transparent
financial planning firm focused on aligning client’s goals of growing
and preserving their hard-earned wealth. Founded in 2018 and
headquartered in Charleston, Apollon has five offices in the Southeast.
Apollon set out to change the retail model for investments away from a
focus on product to one that is client directed driven by a
comprehensive financial plan. With exceptional white glove service,
Apollon has created an independent organization with the sole mission of
enriching the lives of others through concerted financial planning and
With passion and purpose, Apollon has created a launch pad for advisor
independence built with a seamless transition process for
clients. Driven to expand the firm’s footprint on the East Coast,
Apollon possesses an open architecture environment and a centralized
back-office that unifies advisor integration, onboarding and
acquisition. Since conception in February 2018, Apollon has opened 5
locations in the southeast. To learn more about Apollon, visit their
website at www.apollonwealthmanagement.com.
Merchant Investment Management is a private partnership providing growth
capital, management resources, strategic opportunities and direction to
independent financial services companies, particularly those focused on
wealth and asset management. By establishing and optimizing business
infrastructure, providing access to organic and inorganic growth
opportunities, designing and accessing bespoke investment solutions and
providing collaborative capital solutions to address a variety of
business needs, Merchant helps unlock value and entrepreneurial
opportunity for business owners. To learn more about Merchant and the
Merchant team, please visit our website at www.merchantim.com.
Jeffrey Carlson, Apollon Wealth Management, LLC